News, Comment & Analysis results for Archive

People Moves
27 July 2026

Who's Moving Where In Wealth Management? – Fasanara Capital, TEAM

The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...

Financial Results
24 July 2026

Vontobel H1 2026 Profit Surges 87 Per Cent

The Swiss private bank and investment manager reported higher revenues and a lower cost base in the...

New Products
24 July 2026

What’s New In Investments, Funds? – BlackRock, Phenix Capital Group

The latest news in investment offerings, financial products and other services relevant to wealth...

M and A
24 July 2026

Advisor Consolidation, US-UK Dealflow Strong; Australia Offers Promise – Report

At the half-way point of 2026, a firm examines transaction trends for wealth management in three...

M and A
24 July 2026

UK Defence M&A Sees Deal Surge In First Half 2026

Interest in the UK defence sector is rising, and valuations are continuing to trend upwards with...

People Moves
24 July 2026

Who’s Moving Where In Wealth Management? – William Blair, Canaccord Wealth, Margetts

The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...

ESG
24 July 2026

UBP Highlights That Electrification, Regenerative Agriculture Is Gaining Ground In Middle East Conflict

At a Union Bancaire Privée Impact Media Roundtable this week, Mathieu Nègre, head of impact...

Financial Results
23 July 2026

Second Quarter 2026 Net Income Rises Strongly At BNP Paribas

Assets under management across the group rose by 6 per cent from the end of 2025, and the wealth...

Offshore
23 July 2026

Moneta Group Targets UK's US Expat Market

The US-registered investment advisor, which oversees more than $50 billion, has partnered with a UK...

Asset Management
23 July 2026

What’s New In Investments, Funds? – Fasanara Capital, Fina, William Blair

The latest news in investment offerings, financial products and other services relevant to wealth...

Comment & Analysis results for Archive

Strategy
26 June 2024

The Good, The Difficult And The Stable – What Headhunters See Around The World

We talk to wealth management headhunters in North America, Europe, Middle East and Asia about what...

Alt Investments
12 June 2024

Riding The Infrastructure Train Is Positive Journey For UK Advisor

We talk to the manager of a listed infrastructure fund about the asset class, its potential and a...

Alt Investments
4 June 2024

An Expert Sparring Partner For Wealthy Investors In Alternatives

A Germany-headquartered multi-family office, which won a capital market licence earlier this year,...

M and A
29 May 2024

Swiss Bank Consolidation Chatter Shows How Scale Dominates Thinking

Regardless of the truth of specific rumours and media stories, the idea that more Swiss banks might...

Technology
14 May 2024

Exclusive: FIS Focuses On AI’s Wealth Management Role

Russell Andrews, head of wealth and asset management EMEA, capital markets at Florida-headquartered...

ESG
9 May 2024

EXCLUSIVE: Spotlight On Regenerative Agriculture, Forestry – SLM Partners

Paul McMahon, a co-founder and managing partner of asset manager SLM Partners, discusses why there...

Offshore
17 April 2024

How Citizenship/Residency-By Investment Programmes Evolved - And What's Next

A marker for globalisation and the degree of unfettered movement that people enjoy, the market for...

Investment Strategies
5 March 2024

Managing Autocracy Risk Is Big Wealth Protector

A quick perusal of news headlines underscores why the risk of holding firms exposed to...

Strategy
19 February 2024

IQ-EQ Says US Wealth, Family Offices Sector Holds Big Opportunities

We talk to the group about its views on the potential, and the needs, of sectors such as US family...

Strategy
16 February 2024

Singapore's Seviora Capital Intensifies Focus On Asian Food, Agriculture

Asia, which is home to 60 per cent of the world’s population, will need to produce more using...